MB
Merri L. Benjamin
FAITHWARD ADVISORS
Vestal, NY 13850
Some features on this profile are disabled
CRD#: 5857614
MB
Professional summary
Merri Lynn Benjamin, who also goes by Merri L Benjamin, Merri Lynn Benjamin, Merri Lynn Hayes, Merri Lynn Sturtevant, Merri Sturtevant, is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Vestal, New York and OSAIC WEALTH, INC. located in Vestal, New York.
Merri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Merri has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Merri L Benjamin | Merri Lynn Benjamin | Merri Lynn Hayes | Merri Lynn Sturtevant | Merri Sturtevant
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. [NOTARY PUBLIC; 1249 UPPER FRONT STREET Ste #108 BINGHAMTON NY 13905; START DATE 10/2014; ROLE/TITLE: NOTARY PUBLIC; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] 2. [INSURANCE BROKERING THROUGH NEW YORK LONG TERM CARE BROKERS; 1249 UPPER FRONT STREET Ste #108 BINGHAMTON NY 13905; START DATE 10/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] 3. Ambassador Advisors - Registered assistant, securities related, start date = 05/2017, 160 hrs./mo., 160 hrs./mo./mkt. hrs. 4. Independent Insurance Agent - Insurance sales & service, not investment related, 10-15 hrs./mo., 40-50 hrs./mo./mkt. hrs. 5. Faithward Advisors, LLC - RIA, investment related, start date = 12/2023, RIA sales & service, 160 hours/month, 160 hours/month/market hours 6. CLARITY DIVORCE SOLUTIONS POSITION: Certified Divorce Financial Analyst NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 4100 Vestal Rd, #105, Vestal NY 13850, United States DESCRIPTION: Individual and marital property calculation for couples in divorce.
CRS (Client Relationship Summary) - RIA
Click below to view Merri Lynn Benjamin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 7, 2021 - Present
FAITHWARD ADVISORS, LLC
Office #1: 4100 Vestal Rd. Suite #105, Vestal, NY 13850RIA
CRD#: 116978
Vestal, NY
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 4100 Vestal Road Suite 105, Vestal, NY 13850RIA
BD
CRD#: 23131
Vestal, NY
Past
September 22, 2017 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Vestal, NY
Past
April 5, 2011 - April 3, 2017
NYLIFE SECURITIES LLC
BD
CRD#: 5167
VESTAL, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
New York(9/7/2021)
RR
New York(10/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,052 |
| AUM (Assets Under Management) | $ 906,004,988 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/26/2024 | ||
| 09/28/2023 | ||
| 01/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FAITHWARD ADVISORS, LLC
CRD#: 116978Vestal, NY 13850TRUST BUT VERIFY
Monitor Merri Benjamin
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
